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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,014 | $160,040-65.0% | $147,096-61.9% | $145,877-61.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 39.14% | 98.49%-59.4pp | 419.75%-380.6pp | 551.28%-512.1pp |
| Employer contribution / active EE | $1,845 | $5,289-65.1% | $4,936-62.6% | $4,663-60.4% |
| Participant deferral / active EE | $16,970 | $8,429+101.3% | $8,071+110.3% | $6,691+153.6% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |